Learn how to use Quickbooks and save money!
Posted by Kim Perkins on September 22nd, 2011
Want to learn how to use Quickbooks or Quickbooks Pro? Using Quickbooks doesn’t have to be a stressful experience; here is some basic information to get you started.
QuickBooks is one of the most trusted and popular accounting software programs. QuickBooks sales account for 78 percent to 94.2 percent of all small business accounting software program sales. These numbers remain true in 2011.
Learning how to use QuickBooks is a valuable skill for both the accountant and the small business owner. Using QuickBooks properly can make routine bookkeeping tasks less time consuming and more accurate. Less time spent on bookkeeping frees up more time to spend on managing your business and increasing your sales. QuickBooks also gives you the tools for getting better and more accurate information for financial reports, management decisions, and tax returns.
It is important that your QuickBooks be set up and installed properly before you begin using it. QuickBooks has an excellent “interview” process for setting up a new company when you first start your software. You should carefully use each of the steps, including choosing a standard chart of accounts. Most skilled bookkeepers will easily use these interview steps. If you are uncomfortable with the set up process, then have a QuickBooks professional help you with the set up of your program.
Now you are ready to learn QuickBooks. It is advisable to start with one section of your bookkeeping, such as writing checks, and learn this function for a week or two and then add other functions, such as invoicing, becoming comfortable with each function before adding another.
Another option would be to set up a mock company with your QuickBooks program, using a name such as My Training Company, and use this to key in your data and practice while you are learning how to use QuickBooks. You can then set up your “real” company file when you are comfortable with QuickBooks
If you already have QuickBooks, then click on the Help button on your toolbar. From the pop up window that appears, you will be able to search through answers to almost every QuickBooks question. Be as specific as you can and you will usually get a very good step-by-step answer from the QuickBooks help section. For example, type in “how do I charge sales tax on an item” and you will be given choices ranging from a general overview of how sales tax is charged in Quickbooks as well as very specific topics involving sales tax.
If you are not able to find your answer with the internal help section, then the help pop up window also has a Live Community tab where you can present your questions and enter forums for discussion, questions, and also resources of FAQs.
If you leave the QuickBooks Help window open, the Help contents will change depending on the accounting transaction you are recording. As you begin using QuickBooks, this feature will suggest learning topics and very specific topics that will guide you in how to use QuickBooks to enter and use your data. It would be useful to leave the help section open the first several times that you use a new feature or function of QuickBooks.
Still can’t get it? There are Certified ProAdvisors who are trained to set up QuickBooks and train novices to the program.
We, at Green Apple Resources are Experts and offer our services to anyone wishing to begin the new fiscal year with QuickBooks.
Contact us!
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